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Data Centers & Digital Infrastructure

Data centers and digital infrastructure are the buildings, power, and cooling that computing actually runs in. Demand from artificial intelligence has turned a steady real estate and utilities business into a capacity race constrained by electricity and land.

78 stocks

# Name Holding Trade Value Theme
Stocks
% of
Portfolio
Status
51
Primecap Management
Primecap Management
California
$1.17B -$57.3M 2 1.02% Reduced
52
Janus Henderson Group
Janus Henderson Group
$1.14B -$87M 23 0.75% Reduced
53
Raymond James & Associates
Raymond James & Associates
Florida
$1.13B +$5.76M 21 0.98% Increased
54
UBS Group
UBS Group
Switzerland
$1.12B +$49.2M 48 0.41% Increased
55
Resolution Capital
Resolution Capital
Australia
$1.08B -$48.6M 2 18.41% Reduced
56
Victory Capital Management
Victory Capital Management
Texas
$1.06B -$202M 23 1.2% Reduced
57
Swedbank
Swedbank
Sweden
$1.06B +$8.98M 9 2.08% Increased
58
Fidelity International
Fidelity International
Bermuda
$1.02B +$131M 6 1.17% Increased
59
Credit Suisse
Credit Suisse
Switzerland
$1,000M -$4.09M 26 1.01% Reduced
60
Prudential Financial
Prudential Financial
New Jersey
$999M +$91.2M 22 1.56% Increased
61
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management
California
$997M +$10.9M 11 2.93% Increased
62
1832 Asset Management
1832 Asset Management
Ontario, Canada
$983M -$49.3M 8 1.43% Reduced
63
DZ Bank
DZ Bank
Germany
$972M +$81.8M 10 1.6% Increased
64
Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$955M -$53.5M 23 0.54% Reduced
65
Mackenzie Financial
Mackenzie Financial
Ontario, Canada
$954M +$73.9M 17 1.47% Increased
66
California Public Employees Retirement System
California Public Employees Retirement System
California
$944M -$106M 15 0.84% Reduced
67
JP Morgan Private Wealth Advisors
JP Morgan Private Wealth Advisors
California
$858M +$46.8M 18 1.82% Increased
68
CBRE Investment Management Listed Real Assets
CBRE Investment Management Listed Real Assets
Pennsylvania
$846M -$221M 3 14.9% Reduced
69
SEI Investments
SEI Investments
Pennsylvania
$844M +$51.7M 23 1.57% Increased
70
RhumbLine Advisers
RhumbLine Advisers
Massachusetts
$816M +$15.5M 27 1.01% Increased
71
Impax Asset Management Group
Impax Asset Management Group
United Kingdom
$768M -$60.5M 6 3.21% Reduced
72
Millennium Management
Millennium Management
New York
$750M -$464M 35 0.43% Reduced
73
Citadel Advisors
Citadel Advisors
Florida
$747M -$229M 38 0.16% Reduced
74
Envestnet Asset Management
Envestnet Asset Management
Illinois
$732M +$598M 26 0.35% Increased
75
Brown Advisory
Brown Advisory
Maryland
$728M -$13.4M 14 1.23% Reduced